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Kim Tillotson Fleming, CFA®

Chairman and Chief Executive Officer

Craig A. Tillotson

Vice Chairman

Donald M. Belt, CFA®

President

Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

Director of Fixed Income

Director of Insurance

Director of Facilities

Rachel M. Hawili, AIFA®

Director of Corporate Services

Director of Client Support

Brian J. Koble, CFA®

Chief Investment Officer

Michael T. McGrath, CFP®

Chief Client Officer

Craig McRoberts, AIFA®

Executive Vice President

Nichole McQuaide, PHR

Director of Human Resources

James G. Meredith, CPA/PFS

Executive Vice President

Joseph Niesslein, CPA®

Chief Financial Officer

Alexandra Sanzone, CFP®

Director of Financial Planning

Larry D. Sebbens

Director of Marketing

Matthew Snider, CFP®

Senior Vice President & Branch Manager

Chief Compliance Officer

Senior Vice President & Branch Manager

Senior Vice President & Branch Manager

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